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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
551
Balboa Wealth Partners
Arizona
$987K +$673K +4,712 +225%
ACIM
552
Azimuth Capital Investment Management
Michigan
$987K -$45K -315 -4%
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$985K -$377K -2,644 -28%
TIA
554
Tiemann Investment Advisors
California
$984K +$70.7K +495 +8%
Qube Research & Technologies (QRT)
555
Qube Research & Technologies (QRT)
United Kingdom
$983K -$250K -1,750 -21%
TFCP
556
Twin Focus Capital Partners
Massachusetts
$980K +$719K +5,033 +292%
Wolverine Trading
557
Wolverine Trading
Illinois
$964K +$949K +6,645 New
RIA
558
Realta Investment Advisors
Delaware
$957K -$4.43K -31 -0.5%
CDIA
559
Capital Directions Investment Advisors
Georgia
$945K +$930K +6,513 New
RW
560
Reframe Wealth
Virginia
$945K +$930K +6,513 New
AA
561
Argent Advisors
Louisiana
$944K -$16.1K -113 -2%
BEC
562
Blue Edge Capital
Virginia
$944K +$929K +6,505 New
PCI
563
Planning Center Inc
Illinois
$941K
OWA
564
One Wealth Advisors
California
$941K -$31.6K -221 -3%
MSA
565
Marino Stram & Associates
Massachusetts
$939K
Bank of Nova Scotia
566
Bank of Nova Scotia
Ontario, Canada
$937K -$2.93M -20,500 -76%
BIM
567
Bridges Investment Management
Nebraska
$925K
WPWM
568
Windward Private Wealth Management
Kansas
$925K -$180K -1,264 -17%
TIM
569
Thompson Investment Management
Wisconsin
$925K +$4.71K +33 +0.5%
CG
570
Corundum Group
Colorado
$920K
RIA
571
Regal Investment Advisors
Michigan
$912K +$61.1K +428 +7%
BF
572
Blankinship & Foster
California
$910K -$62.2K -436 -6%
IIC
573
Integrated Investment Consultants
Michigan
$908K +$89.8K +629 +11%
LA
574
Legacy Advisors
Pennsylvania
$904K
LPAM
575
Lodestar Private Asset Management
California
$903K +$889K +6,224 New